A detailed history of Rothschild Investment LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Rothschild Investment LLC holds 225 shares of IWS stock, worth $29,315. This represents 0.0% of its overall portfolio holdings.

Number of Shares
225
Previous 225 -0.0%
Holding current value
$29,315
Previous $27.2 Million 9.53%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$117.31 - $125.13 $26,394 - $28,154
225 New
225 $27.2 Million
Q1 2024

Jul 31, 2024

BUY
$112.43 - $125.33 $6,745 - $7,519
60 Added 36.36%
225 $28.2 Million
Q4 2023

Jul 31, 2024

SELL
$97.63 - $117.08 $5,857 - $7,024
-60 Reduced 26.67%
165 $19.2 Million

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.